I wouldn't buy too much into the Purplesoft situation, there are plenty of reasons Purple Software could have chosen two different publishers which aren't related to how they think Sekai has been doing. The most simple explanations being either Sekai didn't want Hapymaher and MangaGamer did, Sekai didn't want to do two titles from the publisher at a time, or Purplesoft wanted try out two different publishers to see how they comparatively do. There hardly is a reason to lock into exclusivity when there are a number of active localization companies, each with a large work load.
As for AWA speculation, the highlight of the convention should be the Denpasoft panel. There is a good chance they'll have announcements either for new titles or 18+ releases of some of their announced titles, but besides that just getting an hour long panel outlying what Denpasoft is planning to do is a new thing that we haven't got before. Even before the panel was announced, there has been a number of noteworthy developments involving Denpasoft since AX.